equivault-mcp

<p align="center"> <img src="brand/social-preview.png" alt="equivault-mcp — AI-powered equity research for Claude" width="100%"/> </p>

<h1 align="center">equivault-mcp</h1>

<p align="center"> MCP server for <a href="https://equivault.ai">EquiVault</a> — AI-powered equity research tools for Claude. </p>

<p align="center"> <a href="https://www.npmjs.com/package/equivault-mcp"><img src="https://img.shields.io/npm/v/equivault-mcp?color=F59E0B&labelColor=0F172A" alt="npm"/></a> <a href="https://github.com/equivault/equivault-mcp/actions"><img src="https://img.shields.io/github/actions/workflow/status/equivault/equivault-mcp/ci.yml?branch=main&labelColor=0F172A" alt="CI"/></a> <a href="./LICENSE"><img src="https://img.shields.io/badge/license-MIT-8B5CF6?labelColor=0F172A" alt="license"/></a> </p>

Quick Start

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "equivault": {
      "command": "npx",
      "args": ["-y", "equivault-mcp"],
      "env": {
        "EQUIVAULT_API_KEY": "your-api-key",
        "EQUIVAULT_TENANT_ID": "your-tenant-id"
      }
    }
  }
}

Claude Code

claude mcp add equivault -- npx -y equivault-mcp

Then set your credentials:

export EQUIVAULT_API_KEY=your-api-key
export EQUIVAULT_TENANT_ID=your-tenant-id

Configuration

| Variable | Required | Default | Description | |---|---|---|---| | EQUIVAULT_API_KEY | Yes | — | Your EquiVault API key | | EQUIVAULT_TENANT_ID | Yes | — | Your EquiVault tenant ID | | EQUIVAULT_BASE_URL | No | https://api.equivault.ai/api/v1 | API base URL (override for self-hosted) |

Tools

Core Research (M1)

| Tool | Description | |------|-------------| | search_companies | Search companies by name, ticker, or keyword | | get_company | Get detailed company profile | | get_financials | Financial statements (income, balance sheet, cash flow) | | get_metrics | Financial ratios and metrics time-series | | get_stock_quote | Current stock price, change, and volume | | screen_companies | Filter companies by financial criteria | | compare_companies | Side-by-side peer comparison | | get_billing_status | Check subscription tier and API usage |

Company Deep Data (M2)

| Tool | Description | Tier | |------|-------------|------| | get_company_narrative | Investment thesis, drivers, headwinds, tailwinds | Starter+ | | get_guidance | Management guidance tracker with beat/miss outcomes | Professional+ | | get_segments | Revenue and operating-income by business segment | Professional+ | | get_capital_allocation | Buybacks, dividends, debt, M&A, capex history | Professional+ | | get_risk_factors | Risk-factor evolution from filings | Professional+ | | get_insider_transactions | Insider buys, sells, 10b5-1 flag | Advisor+ | | get_earnings_quality | Accruals, cash conversion, non-GAAP flags | Professional+ | | get_debt_maturities | Debt maturity schedule | Professional+ | | get_competitive_signals | Market share, new entrants, pricing signals | Professional+ | | get_management_statements | Notable management statements with sentiment | Advisor+ | | get_accounting_snapshots | Accounting policies and period-over-period changes | Professional+ | | get_strategy_profiles | Available investment strategy profiles | All |

Composite (M2)

| Tool | Description | |------|-------------| | analyze_company | One-shot: profile + financials + metrics + narrative | | company_deep_dive | Everything in analyze_company + all 10 profile sections |

Signals & Alerts (M3)

| Tool | Description | Tier | |------|-------------|------| | get_signals | Paginated signals for a single company | Analyst+ | | get_signal_summary | Count breakdowns by type/severity + unread count | Analyst+ | | get_signal_dashboard | Portfolio-wide signal overview | Analyst+ | | get_signal_trends | Time-bucketed activity across portfolio | Analyst+ | | get_trending_signals | Cross-company trending signals right now | Analyst+ | | create_alert | Create an alert rule | Advisor+ | | update_alert | Update an alert rule | Advisor+ | | delete_alert | Delete an alert rule | Advisor+ |

Briefs, Portfolio & Media (M3)

| Tool | Description | Tier | |------|-------------|------| | list_briefs | List investment briefs (filter by company or followed) | Starter+ | | get_brief | Full brief content with scorecard | Starter+ | | get_portfolio_analytics | Return, Sharpe, sector allocation, winners/losers | Analyst+ | | list_media | Earnings calls, podcasts, presentations, press releases | Starter+ | | get_guru_holdings | Prominent-investor portfolio holdings & changes | Analyst+ | | get_markets | Available markets (code, country, currency, MIC) | All |

Advanced Composite (M3)

| Tool | Description | |------|-------------| | morning_briefing | Signal dashboard + trending + briefs + optional portfolio — in one call | | research_report | company_deep_dive + recent signals + related briefs, ready-to-render |

Examples

Research a company: > "What are Apple's latest annual financials and key metrics?"

Screen for opportunities: > "Find technology companies with a market cap over $10B and P/E ratio under 20."

Compare competitors: > "Compare Microsoft, Google, and Amazon on revenue growth and profit margins."

Check account status: > "How many queries do I have left this month?"

Documentation

• EXAMPLES.md — Real Claude prompts for every tool category
• docs/ALIGNMENT.md — How the MCP stays in sync with platform API versions
• CHANGELOG.md — Release notes per version
• CONTRIBUTING.md — Development workflow and conventions

Development

# Clone and install
git clone https://github.com/equivault/equivault-mcp
cd equivault-mcp
npm install

# Build
npm run build

# Run tests
npm test

# Type check
npm run typecheck

# Watch mode (development)
npm run dev

License

MIT